Q3 EPS Estimates for Acuity Brands Cut by Zacks Research

Acuity Brands, Inc. (NYSE:AYI - Free Report) - Stock analysts at Zacks Research reduced their Q3 2025 EPS estimates for shares of Acuity Brands in a research report issued on Tuesday, January 21st. Zacks Research analyst A. Ram now expects that the electronics maker will post earnings per share of $4.07 for the quarter, down from their previous estimate of $4.09. The consensus estimate for Acuity Brands' current full-year earnings is $15.70 per share. Zacks Research also issued estimates for Acuity Brands' Q4 2025 earnings at $4.42 EPS, FY2025 earnings at $15.51 EPS, Q1 2026 earnings at $3.88 EPS, Q2 2026 earnings at $3.79 EPS, Q3 2026 earnings at $4.33 EPS, Q4 2026 earnings at $4.75 EPS, FY2026 earnings at $16.75 EPS, Q1 2027 earnings at $4.28 EPS and FY2027 earnings at $18.17 EPS.

Acuity Brands (NYSE:AYI - Get Free Report) last posted its quarterly earnings data on Wednesday, January 8th. The electronics maker reported $3.97 earnings per share for the quarter, topping the consensus estimate of $3.87 by $0.10. Acuity Brands had a return on equity of 19.98% and a net margin of 11.11%. The business had revenue of $951.60 million for the quarter, compared to analysts' expectations of $955.60 million. During the same quarter in the previous year, the firm earned $3.72 earnings per share. The business's revenue was up 1.8% on a year-over-year basis.

A number of other analysts also recently issued reports on AYI. Oppenheimer raised their target price on Acuity Brands from $370.00 to $380.00 and gave the stock an "outperform" rating in a research report on Thursday, January 9th. Robert W. Baird boosted their price target on shares of Acuity Brands from $280.00 to $318.00 and gave the company a "neutral" rating in a research report on Wednesday, October 2nd. StockNews.com downgraded shares of Acuity Brands from a "strong-buy" rating to a "buy" rating in a report on Friday, January 10th. Morgan Stanley upgraded Acuity Brands from an "equal weight" rating to an "overweight" rating and increased their target price for the stock from $304.00 to $370.00 in a research report on Tuesday, January 14th. Finally, The Goldman Sachs Group boosted their price objective on Acuity Brands from $266.00 to $303.00 and gave the company a "neutral" rating in a research note on Wednesday, October 2nd. Three investment analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $341.40.

Acuity Brands Stock Performance

AYI traded down $2.05 during midday trading on Friday, reaching $335.02. The company had a trading volume of 250,541 shares, compared to its average volume of 395,604. The business has a 50-day moving average price of $315.91 and a two-hundred day moving average price of $286.03. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.38 and a current ratio of 2.98. Acuity Brands has a 12-month low of $217.64 and a 12-month high of $345.30. The stock has a market cap of $10.37 billion, a PE ratio of 24.67, a P/E/G ratio of 2.14 and a beta of 1.40.

Institutional Trading of Acuity Brands

Institutional investors and hedge funds have recently modified their holdings of the company. Greenleaf Trust grew its stake in shares of Acuity Brands by 5.6% in the 4th quarter. Greenleaf Trust now owns 924 shares of the electronics maker's stock worth $270,000 after buying an additional 49 shares in the last quarter. Caprock Group LLC raised its stake in Acuity Brands by 23.9% in the fourth quarter. Caprock Group LLC now owns 1,129 shares of the electronics maker's stock worth $330,000 after buying an additional 218 shares in the last quarter. McKinley Carter Wealth Services Inc. boosted its position in Acuity Brands by 6.3% during the fourth quarter. McKinley Carter Wealth Services Inc. now owns 22,620 shares of the electronics maker's stock valued at $6,608,000 after purchasing an additional 1,335 shares in the last quarter. Smith Group Asset Management LLC purchased a new stake in Acuity Brands during the fourth quarter valued at approximately $19,703,000. Finally, Robeco Institutional Asset Management B.V. boosted its position in shares of Acuity Brands by 22.4% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 134,591 shares of the electronics maker's stock worth $39,318,000 after purchasing an additional 24,603 shares in the last quarter. 98.21% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, SVP Barry R. Goldman sold 5,120 shares of the company's stock in a transaction on Monday, October 28th. The stock was sold at an average price of $305.00, for a total value of $1,561,600.00. Following the completion of the sale, the senior vice president now directly owns 8,438 shares in the company, valued at $2,573,590. This represents a 37.76 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Insiders own 2.80% of the company's stock.

Acuity Brands Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 14th. Investors of record on Monday, February 3rd will be given a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a yield of 0.20%. The ex-dividend date is Monday, February 3rd. This is a boost from Acuity Brands's previous quarterly dividend of $0.15. Acuity Brands's dividend payout ratio is 4.42%.

About Acuity Brands

Acuity Brands, Inc provides lighting, lighting controls, building management system, location-aware applications in the United States and internationally. The company operates in two segments, Acuity Brands Lighting and Lighting Controls (ABL); and the Intelligent Spaces Group (ISG). The ABL segment provides commercial, architectural, and specialty lighting solutions, as well as lighting controls and components for various indoor and outdoor applications under the A-Light, Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, Gotham, Healthcare Lighting, Holophane, Hydrel, Indy, IOTA, Juno, Lithonia Lighting, Luminaire LED, Luminis, Mark Architectural Lighting, nLight, OPTOTRONIC, Peerless, RELOCWiring Solutions, and Sensor Switch.